SPWM
Straight Path Wealth Management’s Lumen LUMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Hold |
40,000
| – | – | 0.06% | 114 |
|
|
2025
Q1 | $157K | Buy |
40,000
+20,000
| +100% | +$78.4K | 0.06% | 105 |
|
|
2024
Q4 | $106K | Sell |
20,000
-20,000
| -50% | -$106K | 0.04% | 95 |
|
|
2024
Q3 | $284K | Hold |
40,000
| – | – | 0.12% | 75 |
|
|
2024
Q2 | $44K | Hold |
40,000
| – | – | 0.02% | 95 |
|
|
2024
Q1 | $62.4K | Hold |
40,000
| – | – | 0.04% | 89 |
|
|
2023
Q4 | $73.2K | Hold |
40,000
| – | – | 0.04% | 89 |
|
|
2023
Q3 | $56.8K | Hold |
40,000
| – | – | 0.04% | 79 |
|
|
2023
Q2 | $90.4K | Hold |
40,000
| – | – | 0.06% | 76 |
|
|
2023
Q1 | $106K | Sell |
40,000
-6,000
| -13% | -$15.9K | 0.08% | 70 |
|
|
2022
Q4 | $240K | Sell |
46,000
-1,000
| -2% | -$5.22K | 0.23% | 57 |
|
|
2022
Q3 | $342K | Buy |
47,000
+3,500
| +8% | +$25.5K | 0.31% | 53 |
|
|
2022
Q2 | $475K | Buy |
43,500
+2,000
| +5% | +$21.8K | 0.47% | 35 |
|
|
2022
Q1 | $468K | Buy |
41,500
+27,500
| +196% | +$310K | 0.4% | 37 |
|
|
2021
Q4 | $176K | Buy |
+14,000
| New | +$176K | 0.15% | 73 |
|